Strive Is About to Accelerate Bitcoin Buying… Faster Than Anyone Expects
One Chair Podcast
Bitcoin treasury companies continue aggressive accumulation strategies despite broader market volatility and persistent bear market conditions. MicroStrategy’s recent pause in Bitcoin purchases is likely due to quarterly blackout periods and dividend obligations rather than a shift in corporate strategy. Meanwhile, Metaplanet has climbed to the third position in treasury rankings through consistent accumulation, contrasting with Marathon Digital’s decision to sell Bitcoin to reduce liabilities and pivot toward AI. Strive is expanding its influence with a new digital credit ETF filing and the successful performance of its ZETA product, which has reached par value. These developments highlight a divergence in corporate treasury management, where firms prioritizing Bitcoin accumulation remain resilient against macro headwinds, while others struggle with market sentiment and capital allocation decisions. This ongoing accumulation by key entities signals a long-term commitment to Bitcoin as a foundational balance sheet asset.
Sign in to continue reading, translating and more.
Open full episode in Podwise
